Unclaimed
Benjamin Walton is a financial professional with over 13 years of experience in the industry. Benjamin is registered with MML Investors Services, LLC and holds a Series 6, 7, 63 and 65. Benjamin has experience with investments and is also a Chartered Financial Consultant. MML Investors Services, LLC, a subsidiary of MassMutual, is a leading provider of financial services to individuals, families, and businesses. The firm has offices throughout the United States.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NM
04/25/2018 - Present
MML Investors Services, LLC (Albuquerque NM)
IA
Issued 08/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Walton is the right advisor for you? Invested Better is here to help.